Tocqueville Securities L.P.
$589M reported client assets across 1 advisory firms in FY2026 annual amendments
Reported client assets over time
$334M
$589M
2018
2026
Same-firm comparison: 1 firms that reported Tocqueville Securities L.P. in both FY2025 and FY2026 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Grace & White, Inc | $589M | $964M | 61.1% | 05/08/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.